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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $17,312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,301 | $45,343-44.2% | $150,298-83.2% | $67,986-62.8% |
| Participation rate | 52.3% | 51.9%+0.4pp | 77.8%-25.5pp | 57.2%-4.9pp |
| Annual return | 13.84% | 33.28%-19.4pp | 62.79%-48.9pp | 31.67%-17.8pp |
| Employer contribution / active EE | $1,070 | $1,462-26.8% | $4,154-74.2% | $2,019-47.0% |
| Participant deferral / active EE | $2,758 | $2,055+34.2% | $5,453-49.4% | $3,358-17.9% |
| Admin fee / account holder | $196 | $2,250-91.3% | $14,116-98.6% | $3,203-93.9% |